AI-first operations for insurance brokers — CRM, commercial cycle, commissions.
An AI-first operational system for insurance brokers: customers, commercial activity, day-to-day tasks, and the commission relationship with insurers. Documents and emails enter the system directly, AI extracts the structured information, and users approve the result instead of typing it.
Brokers run on documents and email. The platform makes ingestion the core: every PDF, report, and message becomes structured, approved data — so commissions are verifiable and nothing depends on re-keying.
Expected commission from configured rules (percentages, tiers, splits, overrides), automatically matched against insurer reports.
Unstructured broker inputs become structured records with human approval and a full audit trail.
Lead → Proposal → Policy with clear states, renewals, and per-employee task views.
AI intelligence layer, multi-insurer proposal comparison, claims component, and mailbox / insurer-portal integrations as add-ons.
Documents arrive by CC / forward to a dedicated ingestion email or drag-and-drop upload.
AI extracts identity, policy, commission line items, email intent, and due dates.
Every extraction is a pre-filled form to accept, edit, or reject — source document stays attached.
Insurer reports are matched by policy and period; discrepancies go to a review queue: matched, written off, or disputed.
The full commercial and commission foundation with AI-prepared data at the core.
Verifiable commissions per policy, period, and employee — discrepancies handled in a controlled queue.
Run the broker operation on structured, AI-prepared data — with verifiable commissions, traceable approvals, and a foundation that scales into AI-assisted workflows.
It is built around the broker commission relationship: insurer/product/commission configuration, expected-vs-reported reconciliation, discrepancy queues, and AI ingestion of carrier documents — things a generic CRM does not model.
Forward an email or drop a PDF — AI extracts identity, policy, commission line items, intent, and due dates, then presents a pre-filled form to accept, edit, or reject. The source document stays attached; every approval is audited. You approve data instead of typing it.
Line items are auto-matched by policy number and period; discrepancies route to a review queue with three outcomes: matched, written off, or disputed with insurer — so nothing silently disappears.
No — single-tenant deployment per broker. Authentication via email+MFA or Google / Microsoft 365 SSO.
One platform. Every line of business. Full cycle, zero paper, evergreen.
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